How can I send a request for signature outside of the Investor Flow?

If you need to send a signature request to an investor manually, instead of asking the investor to go through the flow of your offer, you can certainly do so from their account.

There are two options:

1. Send a request and create a transaction simultaneously
   • Select Accounts from the left menu
   • Click into any investor account
   • Choose the Transactions tab
   • Click Add Transaction
   • Choose your offer from the drop-down
   • Enter an amount, date, and type
   • Check the box to Send an E-Sign Request when creating this transaction
   • Select your template
   • Choose the signers
   • Check the box if you would like to issue an offline link, meaning the investor will not need to log in to the platform to sign
   • Submit
2. Send a stand-alone request
   • Select Accounts from the left menu
   • Click into any investor account
   • Choose the Documents tab
   • Click Request E-Sign
   • Choose your template
   • Choose an offer, the transaction or investment amount, and signers

     NOTE: If you need the E-Sign to populate with any transaction data (for example: share count), it must be tied to a transaction

   • Check the box if you would like to issue an offline link, meaning the investor will not need to log in to the platform to sign
   • Send